Setting up role-based access for new team members
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Dunholm Precision: documents · Setting up role-based access for new team members
Customer requested role-based access controls for six new team members joining over the coming month; Olivia Grant configured regional dashboard groups as a workaround.
What happened
What this says
Current to 11 Oct 26Customer requested role-based access controls for six new team members joining over the coming month; Olivia Grant configured regional dashboard groups as a workaround.
Problem: Six new customer operations staff needed access limited by region, UK customers or EU customers. Handling: Olivia Grant confirmed SCIM is available on Enterprise tier only, not Growth. She offered a manual workaround: dashboard groups by region with separate access per group. Nathan Booth agreed to provide user names by end of day.
Details
Updated 9 Oct 26Trail
created · Nathan Booth 17 Jul 2025 10:09Hi, we've got a few new people joining our customer operations team and I want to set them up with role-based access so they can see their relevant customer data without having access to everything. Is this something we can configure in the brain? What's the best way to set this up?- public_reply · Olivia Grant 17 Jul 2025 14:00Hi Nathan, great question. The brain supports role-based access through SCIM on Enterprise tier, but not Growth. However, I can set up workarounds manually. How many people need access and what level of separation do you need between them?
- public_reply · Nathan Booth 18 Jul 2025 12:39We've got about six new people coming in over the next month. Ideally we'd want to separate them by customer, so some people see only UK customer data, others see EU customers, for example. Workarounds would be fine for now, just want to get them started.
- public_reply · Olivia Grant 21 Jul 2025 14:57Perfect, that's doable. I can create separate dashboard groups for each region and assign users to the appropriate group. It's a manual setup but once it's in place, each person will only see their regional data. I'll get that configured for you this week and send over the details. In the meantime, can you send me the list of names and which regions they should see?
- public_reply · Nathan Booth 22 Jul 2025 09:01Great, thanks. I'll get that list over to you by end of today. This is really helpful.
- status_change · 3 Aug 2025 23:59